InAreas & ProducersbyJohn Galt·4d agoI Was Getting Bullish on Paladin. Then I Read Its Latest Quarterly Results.Langer Heinrich was finally profitable again. Now production is falling, costs are rising and Paladin has a billion-dollar uranium mine to…
InInsiderFinance WirebyJohn Galt·Oct 2When Uranium Quietly Tops: The Signals No One Rings a Bell ForAs SPUT and Yellow Cake lose their pull, mines restart from Canada to Namibia and fuel-cycle bottlenecks ease — investors must spot the…A response icon1A response icon1
John Galt·Sep 27Build Your Own Uranium Sentiment TrackerToday I’m sharing something different: two ready-to-use AI tools that can monitor the uranium market for you.
InInsiderFinance WirebyJohn Galt·Sep 22Four U.S. Uranium Stocks. Same Bull Market, Very Different Shareholder Outcomes.Four small U.S. uranium names have all moved forward since June. The problem is that progress and per-share value are not the same thing.A response icon2A response icon2
InInsiderFinance WirebyJohn Galt·Sep 4Namibia Wants More Than Yellowcake. The Uranium Market May Be Changing With ItNamibia has wanted to make more money from its uranium for years. What is different now is that the country produces a lot more uranium…A response icon1A response icon1
The Central Asian Pipeline·Sep 3Kazatomprom's Trans-Caspian uranium route reshapes western fuel supply chainsAfter Russia's invasion of Ukraine, Kazakhstan's state uranium miner shifted nearly half of its Western deliveries away from Russian…
Akhil sharma·Aug 31The Yellowcake Blitz How India is quietly locking in the fuel for a nuclear future it still has to…Four countries. Multiple negotiating tracks. One increasingly obvious strategy: India is trying to make sure uranium never becomes the…
InInsiderFinance WirebyJohn Galt·Aug 28Energy Fuels Turned Uranium Into Money. The Empire Is Getting HungrierEnergy Fuels delivered strong uranium production and excellent Pinyon Plain costs in Q2. But mining slowed, grade fell, the rare-earth…A response icon1A response icon1
InInsiderFinance WirebyJohn Galt·Aug 21Boss Energy Fixed the Quarter. It Has Not Fixed the Mine Plan.Boss hit its revised FY2026 guidance, completed important infrastructure and avoided another capital raise. But the June recovery still…
InAreas & ProducersbyJohn Galt·Aug 18Cameco Is Winning The Uranium Cycle SlowlyHigher uranium prices improved Cameco’s 2026 outlook. But Q2 margins got worse, cash flow is still lagging and nobody knows what the…A response icon2A response icon2
